Member Service Associate - Capital East Region #1

Broadview Federal Credit Union•Troy, NY

11d

About The Position

The Member Service Associate welcomes members and visitors and provides professional, friendly service to meet members’ needs and deepen relationships. The role supports the East Greenbush Branch and may also provide coverage at other Capital East Region branches: Troy Hoosick Street, Troy - Brunswick, Troy - HVCC, North Greenbush, and Schodack. The associate delivers the Credit Union’s mission to benefit every member, every time, every day.

Requirements

High school diploma or GED; customer service experience is preferred, or an equivalent combination of education and experience.
Excellent interpersonal skills.
Flexibility to work at any location at any time as business needs dictate.
Ability to lift at least 10 pounds and stand for long periods.
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
Ability to work in a rapidly changing, dynamic environment.
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Nice To Haves

Fluency in a second language in addition to English is strongly encouraged.

Responsibilities

Provide professional and friendly service to new and existing members and visitors while fulfilling service needs.
Process financial service transactions accurately and maintain a cash drawer.
Detect and report potential fraud or irregular activities as a first line of defense.
Build member relationships by engaging in conversations, asking relevant questions, identifying solutions, and making recommendations.
Respond to general inquiries about information, products and services, and lending.
Resolve member issues in a timely manner.
Promote awareness and use of self-service resources, including digital channels.
Participate in cross-selling initiatives, campaigns, promotions, and events in support of branch and corporate goals.
Pursue professional development through coaching, job shadowing, mentoring, and training.
Achieve goals and objectives provided by management.
Comply with applicable policies, procedures, and regulatory guidelines.